· US jobs: Unexpectedly fell last month. Missed the fucking forecast. Labor market is slowing – that’s the data, deal with it. · Markets close today: S&P +0.42% | NASDAQ +0.68% | DOW -0.11% – flat bullshit | FTSE +0.33% | DAX +0.55% | Nikkei +1.12%. · FX/Commodities right now: EUR/USD 1.0842 | GBP/USD 1.2743 | USD/JPY 156.32 | Gold +0.28% (safe haven pussy) | WTI -1.04% (oil getting wrecked) | BTC +2.31% (speculative fucks still buying). · Bank of England: Held rates. Warning: Iran war blows up, energy spikes, inflation comes back. They said they'll raise rates if that shit happens. They are not fucking around. --- 2. AI / CAPITAL EXPENDITURE / NVIDIA – WHERE THE REAL MONEY IS GOING · Morgan Stanley forecast: Cloud capex grows 29% in 2027. Why? Compute demand is outrunning supply. That's a supply crunch, not a hype cycle. · SpaceX / Nvidia: SpaceX cut a new deal with Nvidia. MarketWatch analysts say this fucks over CoreWeave and Nebius – the little neocloud bitches can't compete. AI infrastructure is consolidating around the big boys with deep pockets. Get used to it. · Nvidia: Still the hardware king. Still sitting directly in the middle of every single dollar of that capex spend. They are the pick-and-shovel supplier for this gold rush – end of story. --- 3. BERKSHIRE HATHAWAY – THE 365 BILLION DOLLAR FUCK-YOU CASH PILE · Q2 operating earnings: +16% year-over-year. That's real profit, not paper magic. · Cash hoard: $365.5 BILLION. Sitting there. Doing nothing. Waiting. · Translation: Buffett can buy half the fucking S&P if he wants. That much dry powder means they are waiting for a crash or a stupidly cheap acquisition. When they move, markets move with them. Watch that shit closely.